See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,983 | $176,056+21.0% | $159,436+33.6% | $167,490+27.2% |
| Participation rate | 78.6% | 84.9%-6.4pp | 82.8%-4.3pp | 82.1%-3.5pp |
| Annual return | 29.77% | 331.75%-302.0pp | 263.57%-233.8pp | 478.56%-448.8pp |
| Employer contribution / active EE | $3,521 | $5,297-33.5% | $4,829-27.1% | $4,837-27.2% |
| Participant deferral / active EE | $3,864 | $7,750-50.1% | $7,352-47.4% | $6,341-39.1% |
| Admin fee / account holder | $3,534 | $12,554-71.8% | $10,799-67.3% | $12,309-71.3% |